We are live on ! Find out more
Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $67.6B
1-Year Est. Return 18.3%
This Fund
S&P 500
This Quarter Est. Return
+6.92%
1 Year Est. Return
+18.3%
3 Year Est. Return
+51.43%
5 Year Est. Return
+55.53%
10 Year Est. Return
–
AUM
$59.9B
AUM Growth
+$10.8B
Cap. Flow
+$7.92B
Cap. Flow %
13.22%
Top 10 Hldgs %
36.76%
Holding
2,762
New
514
Increased
1,374
Reduced
710
Closed
129

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.37B
2
NVDA icon
NVIDIA
NVDA
+$1.02B
3
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$631M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$490M
5
META icon
Meta Platforms (Facebook)
META
+$320M

Top Sells

Rank Stock Value
1
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$63M
2
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$48.4M
3
ABBV icon
AbbVie
ABBV
+$32.6M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$31.6M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$27.7M

Sector Composition

Rank Sector Weight
1 Technology 9.83%
2 Financials 3.85%
3 Consumer Discretionary 2.66%
4 Communication Services 2.45%
5 Healthcare 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PDI icon
526
PIMCO Dynamic Income Fund
PDI
$7.45B
$7.93M 0.01%
400,726
+48,321
+14% +$937K
LEN icon
527
Lennar Class A
LEN
$21B
$7.86M 0.01%
62,326
-6,394
-9% -$794K
FNDX icon
528
Schwab Fundamental US Large Company Index ETF
FNDX
$27.3B
$7.79M 0.01%
296,155
+15,047
+5% +$382K
XMLV icon
529
Invesco S&P MidCap Low Volatility ETF
XMLV
$751M
$7.72M 0.01%
121,406
-6,821
-5% -$428K
O icon
530
Realty Income
O
$58.7B
$7.71M 0.01%
126,828
+10,678
+9% +$622K
ETR icon
531
Entergy
ETR
$50.8B
$7.7M 0.01%
82,594
-4,823
-6% -$424K
TGT icon
532
Target
TGT
$67.3B
$7.69M 0.01%
85,728
+26,349
+44% +$2.59M
MPWR icon
533
Monolithic Power Systems
MPWR
$65.6B
$7.66M 0.01%
8,341
+2,649
+47% +$2.15M
SMH icon
534
VanEck Semiconductor ETF
SMH
$72.3B
$7.65M 0.01%
23,426
-5,234
-18% -$1.55M
FTNT icon
535
Fortinet
FTNT
$123B
$7.64M 0.01%
90,853
-10,046
-10% -$896K
SPYG icon
536
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.2B
$7.63M 0.01%
72,991
-882
-1% -$87.8K
A icon
537
Agilent Technologies
A
$39.3B
$7.63M 0.01%
59,411
+9,863
+20% +$1.19M
DSI icon
538
iShares MSCI KLD 400 Social ETF
DSI
$5.54B
$7.62M 0.01%
60,513
-38,341
-39% -$4.64M
ALRM icon
539
Alarm.com
ALRM
$2.76B
$7.55M 0.01%
142,296
+7,032
+5% +$392K
ABNB icon
540
Airbnb
ABNB
$89B
$7.55M 0.01%
62,157
+31,390
+102% +$4.06M
VSGX icon
541
Vanguard ESG International Stock ETF
VSGX
$6.68B
$7.54M 0.01%
108,750
+86,114
+380% +$5.78M
PYPL icon
542
PayPal
PYPL
$50.1B
$7.51M 0.01%
111,976
-14,107
-11% -$994K
UL icon
543
Unilever
UL
$138B
$7.49M 0.01%
112,308
-6,220
-5% -$429K
EG icon
544
Everest Group
EG
$14.2B
$7.47M 0.01%
21,335
+9,507
+80% +$3.21M
SRE icon
545
Sempra
SRE
$56.6B
$7.43M 0.01%
82,525
+19,422
+31% +$1.57M
VRTX icon
546
Vertex Pharmaceuticals
VRTX
$121B
$7.36M 0.01%
18,784
+261
+1% +$109K
STLD icon
547
Steel Dynamics
STLD
$38B
$7.35M 0.01%
52,745
+7,441
+16% +$977K
NWSA icon
548
News Corp Class A
NWSA
$15.5B
$7.31M 0.01%
238,069
+44,972
+23% +$1.33M
ELV icon
549
Elevance Health
ELV
$82B
$7.18M 0.01%
22,236
-14,019
-39% -$4.36M
PSI icon
550
Invesco Semiconductors ETF
PSI
$2.47B
$7.17M 0.01%
101,966
-10,259
-9% -$650K
20 21
22
23 24

Similar funds

ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Mercer Global Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Mercer Global Advisors held 2,762 positions worth $59.9B, up 22% from $49.1B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Mercer Global Advisors deployed $7.92B of net new capital in Q3 2025, opening 514 new positions and adding to 1,374 existing holdings. Its largest new stake was Apple: 6,050,013 shares worth $1.53B.

By sector, the portfolio is most concentrated in Technology at 9.8% of assets, up from 4.1% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Vanguard Short-Term Corporate Bond ETF, an estimated $63M trimmed.

  • Mercer Global Advisors's largest Q3 2025 buy was Apple: 6,050,013 shares worth $1.53B.
  • Mercer Global Advisors added most to iShares Core US Aggregate Bond ETF in Q3 2025, an estimated $490M increase.
  • Mercer Global Advisors's biggest Q3 2025 reduction was Vanguard Short-Term Corporate Bond ETF, cutting an estimated $63M.
  • Mercer Global Advisors fully exited Virtus Private Credit Strategy ETF in Q3 2025, selling an estimated $9.11M.
  • Mercer Global Advisors's ten largest holdings make up 37% of its $59.9B portfolio in Q3 2025.
  • Mercer Global Advisors opened 514 new positions and closed 129 in Q3 2025.
  • Mercer Global Advisors's portfolio value rose 22% quarter-over-quarter to $59.9B.

Based on Mercer Global Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.